Travelers Companies, Inc.
TRV- 交易所
- NYSE
- 產業
- Fire, Marine & Casualty Insurance
- SEC CIK
- 0000086312
近 90 天，Travelers Companies, Inc. 內部人申報 0 筆公開市場買進、9 筆賣出；2026 年第 2 季末有 1,869 家機構在 13F 申報持有，市值合計 $610.2 億；大師中只有Semper Augustus持有。
2024 年第 4 季 13F 持有人
Travelers Companies, Inc. 在 2024/12/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 1,590
- 較 2024 年第 3 季 +144 家
- 持有股數
- 1.90 億
- 較 2024 年第 3 季 +56.0 萬 (+0.3%)
- 總市值
- $456.5 億
- 較 2024 年第 3 季 +$17.5 億 (+4.0%)
- 新進機構
- 233
- 另有 510 家加碼
- 清倉機構
- 89
- 另有 552 家減碼
另有 25 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 TRV 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 1,869 | $610.2 億 |
| 2026 年第 1 季 | 1,805 | $521.1 億 |
| 2025 年第 4 季 | 1,780 | $537.5 億 |
| 2025 年第 3 季 | 1,681 | $519.3 億 |
| 2025 年第 2 季 | 1,639 | $507.1 億 |
| 2025 年第 1 季 | 1,645 | $497.7 億 |
| 2024 年第 4 季 | 1,590 | $456.5 億 |
| 2024 年第 3 季 | 1,471 | $440.4 億 |
| 2024 年第 2 季 | 1,415 | $387.6 億 |
| 2024 年第 1 季 | 1,452 | $435.9 億 |
| 2023 年第 4 季 | 1,334 | $360.0 億 |
| 2023 年第 3 季 | 1,260 | $304.8 億 |
| 2023 年第 2 季 | 1,288 | $324.9 億 |
| 2023 年第 1 季 | 1,270 | $322.6 億 |
| 2022 年第 4 季 | 1,304 | $359.5 億 |
| 2022 年第 3 季 | 1,204 | $296.5 億 |
| 2022 年第 2 季 | 1,222 | $330.6 億 |
| 2022 年第 1 季 | 1,277 | $360.0 億 |
| 2021 年第 4 季 | 1,229 | $313.2 億 |
| 2021 年第 3 季 | 1,137 | $310.6 億 |
| 2021 年第 2 季 | 1,138 | $309.6 億 |
| 2021 年第 1 季 | 1,172 | $314.9 億 |
2024 年第 4 季持有機構
每家機構持有 Travelers Companies, Inc. 的股數、市值與佔組合比重；股數變化跟 2024 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Avantax Planning Partners, Inc. | 2,237 | $53.9 萬 | 0.02% | +74+3.4% | 加碼 |
| River Wealth Advisors LLC | 2,260 | $54.4 萬 | 0.07% | −320−12.4% | 減碼 |
| City State Bank | 2,266 | $54.6 萬 | 0.19% | −20−0.9% | 減碼 |
| 1620 Investment Advisors, Inc. | 2,271 | $54.7 萬 | 0.41% | +2,271 | 新進 |
| Independent Financial Group, LLC | 2,285 | $55.0 萬 | 0.02% | +2,285 | 新進 |
| Moody Lynn & Lieberson, LLC | 2,290 | $55.2 萬 | 0.03% | +6+0.3% | 加碼 |
| Sky Investment Group LLC | 2,291 | $55.2 萬 | 0.10% | −274−10.7% | 減碼 |
| Leavell Investment Management, Inc. | 2,296 | $55.3 萬 | 0.03% | 00.0% | 不變 |
| Opus Capital Group, LLC | 2,299 | $55.4 萬 | 0.07% | −238−9.4% | 減碼 |
| Lebenthal Global Advisors, LLC | 2,303 | $55.5 萬 | 0.10% | +1,432+164.4% | 加碼 |
| Lake Street Advisors Group, LLC | 2,306 | $55.5 萬 | 0.03% | +46+2.0% | 加碼 |
| LMCG Investments, LLC | 2,315 | $55.8 萬 | 0.03% | −415−15.2% | 減碼 |
| Cigna Investments Inc | 2,315 | $55.8 萬 | 0.10% | −20−0.9% | 減碼 |
| TCI Wealth Advisors, Inc. | 2,327 | $56.1 萬 | 0.05% | −24−1.0% | 減碼 |
| Heritage Wealth Management, Inc. | 2,330 | $56.1 萬 | 0.19% | 00.0% | 不變 |
| Salvus Wealth Management, LLC | 2,349 | $56.6 萬 | 0.36% | −15−0.6% | 減碼 |
| WFA Asset Management Corp | 2,350 | $56.6 萬 | 0.31% | +11+0.5% | 加碼 |
| Interchange Capital Partners, LLC | 2,351 | $56.6 萬 | 0.21% | −76−3.1% | 減碼 |
| CWA Asset Management Group, LLC | 2,367 | $57.0 萬 | 0.03% | +476+25.2% | 加碼 |
| Transcend Wealth Collective, LLC | 2,382 | $57.4 萬 | 0.04% | −97−3.9% | 減碼 |
| Modera Wealth Management, LLC | 2,385 | $57.5 萬 | 0.01% | +547+29.8% | 加碼 |
| Alhambra Investment Partners LLC | 2,395 | $57.7 萬 | 0.30% | −25−1.0% | 減碼 |
| Robinswood Financial LLC | 2,399 | $57.8 萬 | 0.22% | 00.0% | 不變 |
| Northcape Wealth Management, LLC | 2,400 | $57.8 萬 | 0.19% | 00.0% | 不變 |
| Harbour Capital Advisors, LLC | 2,390 | $57.9 萬 | 0.13% | 00.0% | 不變 |
| Foundations Investment Advisors, LLC | 2,414 | $58.2 萬 | 0.01% | +349+16.9% | 加碼 |
| Quad-Cities Investment Group, LLC | 2,420 | $58.3 萬 | 0.29% | +268+12.5% | 加碼 |
| Centaurus Financial, Inc. | 2,440 | $58.8 萬 | 0.04% | −109−4.3% | 減碼 |
| Wooster Corthell Wealth Management, Inc. | 2,461 | $59.3 萬 | 0.13% | +2,461 | 新進 |
| Crestwood Advisors Group LLC | 2,484 | $59.8 萬 | 0.01% | +1,099+79.4% | 加碼 |
| Jeppson Wealth Management, LLC | 2,490 | $60.0 萬 | 0.22% | 00.0% | 不變 |
| Essex Savings Bank | 2,500 | $60.2 萬 | 0.15% | +8+0.3% | 加碼 |
| Finward Bancorp | 2,500 | $60.2 萬 | 0.52% | +2,500 | 新進 |
| Beacon Investment Advisors LLC | 2,501 | $60.3 萬 | 0.28% | +10.0% | 加碼 |
| HTLF Bank | 2,513 | $60.5 萬 | 0.07% | 00.0% | 不變 |
| Quotient Wealth Partners, LLC | 2,517 | $60.6 萬 | 0.02% | −738−22.7% | 減碼 |
| Virtu Financial LLC | 2,541 | $61.2 萬 | 0.03% | −14,449−85.0% | 減碼 |
| Journey Advisory Group, LLC | 3,010 | $61.2 萬 | 0.07% | 00.0% | 不變 |
| Grimes & Company, Inc. | 2,541 | $61.2 萬 | 0.02% | +95+3.9% | 加碼 |
| Wedmont Private Capital | 2,636 | $61.3 萬 | 0.03% | +211+8.7% | 加碼 |
| First National Bank Sioux Falls | 2,549 | $61.4 萬 | 0.26% | 00.0% | 不變 |
| Wedbush Securities Inc | 2,564 | $61.8 萬 | 0.02% | +388+17.8% | 加碼 |
| Fox Run Management, L.L.C. | 2,566 | $61.8 萬 | 0.11% | +2,566 | 新進 |
| Franklin Street Advisors Inc | 2,579 | $62.1 萬 | 0.04% | 00.0% | 不變 |
| Boston Trust Walden Corp | 2,586 | $62.3 萬 | 0.00% | 00.0% | 不變 |
| Cidel Asset Management Inc | 2,588 | $62.3 萬 | 0.04% | −159−5.8% | 減碼 |
| Orrstown Financial Services Inc | 2,589 | $62.4 萬 | 0.17% | −96−3.6% | 減碼 |
| Inlet Private Wealth, LLC | 2,590 | $62.4 萬 | 0.17% | −600−18.8% | 減碼 |
| Beverly Hills Private Wealth, LLC | 2,596 | $62.5 萬 | 0.13% | −65−2.4% | 減碼 |
| Empower Advisory Group, LLC | 2,598 | $62.6 萬 | 0.00% | +414+19.0% | 加碼 |
| Stiles Financial Services Inc | 2,602 | $62.7 萬 | 0.23% | −53−2.0% | 減碼 |
| Cozad Asset Management Inc | 2,606 | $62.8 萬 | 0.06% | 00.0% | 不變 |
| Legacy Financial Group LLC | 2,606 | $62.8 萬 | 0.10% | +2,606 | 新進 |
| CIBC World Markets Inc. | 2,606 | $62.8 萬 | 0.00% | −126,269−98.0% | 減碼 |
| Sageworth Trust Co of South Dakota | 2,607 | $62.8 萬 | 0.79% | −285−9.9% | 減碼 |
| Farther Finance Advisors, LLC | 2,604 | $63.1 萬 | 0.02% | +94+3.7% | 加碼 |
| Sugarloaf Wealth Management, LLC | 2,621 | $63.1 萬 | 0.12% | 00.0% | 不變 |
| Welch & Forbes LLC | 2,625 | $63.2 萬 | 0.01% | +4+0.2% | 加碼 |
| Foundation Resource Management Inc | 2,640 | $63.6 萬 | 0.11% | −25−0.9% | 減碼 |
| Clear Harbor Asset Management, LLC | 2,643 | $63.7 萬 | 0.05% | +22+0.8% | 加碼 |
| Daymark Wealth Partners, LLC | 107,242 | $64.5 萬 | 0.03% | +108+0.1% | 加碼 |
| Trust Asset Management LLC | 2,684 | $64.7 萬 | 0.05% | 00.0% | 不變 |
| Coastal Bridge Advisors, LLC | 2,690 | $64.8 萬 | 0.16% | −324−10.7% | 減碼 |
| Great Valley Advisor Group, Inc. | 2,693 | $64.9 萬 | 0.01% | −112−4.0% | 減碼 |
| Associated Banc-Corp | 2,695 | $64.9 萬 | 0.02% | 00.0% | 不變 |
| Insigneo Advisory Services, LLC | 2,698 | $65.0 萬 | 0.07% | −124−4.4% | 減碼 |
| Ameritas Investment Partners, Inc. | 2,712 | $65.3 萬 | 0.02% | −97−3.5% | 減碼 |
| SkyOak Wealth, LLC | 2,721 | $65.5 萬 | 0.14% | +6+0.2% | 加碼 |
| Syon Capital LLC | 2,752 | $66.3 萬 | 0.06% | −113−3.9% | 減碼 |
| LVW Advisors, LLC | 2,753 | $66.3 萬 | 0.08% | −10.0% | 減碼 |
| Baldwin Brothers Inc | 2,760 | $66.5 萬 | 0.05% | −7−0.3% | 減碼 |
| Mendel Money Management | 2,762 | $66.5 萬 | 0.30% | −53−1.9% | 減碼 |
| Penserra Capital Management LLC | 2,778 | $66.7 萬 | 0.01% | +421+17.9% | 加碼 |
| True Vision MN LLC | 2,777 | $66.9 萬 | 0.40% | −67−2.4% | 減碼 |
| Brave Asset Management Inc | 2,780 | $67.0 萬 | 0.21% | 00.0% | 不變 |
| Atomi Financial Group, Inc. | 2,785 | $67.1 萬 | 0.03% | +343+14.0% | 加碼 |
| Real Talk Capital, LLC | 2,790 | $67.2 萬 | 0.88% | +2,790 | 新進 |
| United Community Bank | 2,796 | $67.4 萬 | 0.26% | −88−3.1% | 減碼 |
| LSV Asset Management | 2,800 | $67.4 萬 | 0.00% | +2,800 | 新進 |
| Stratos Wealth Partners, LTD. | 2,804 | $67.5 萬 | 0.01% | +167+6.3% | 加碼 |
| New Vernon Investment Management LLC | 2,985 | $68.1 萬 | 1.15% | −11,520−79.4% | 減碼 |
| Gsa Capital Partners LLP | 2,833 | $68.2 萬 | 0.05% | +1,099+63.4% | 加碼 |
| Weik Capital Management | 2,850 | $68.7 萬 | 0.28% | −63−2.2% | 減碼 |
| Bank of New Hampshire | 2,859 | $68.9 萬 | 0.18% | 00.0% | 不變 |
| Guardian Wealth Advisors, LLC | 2,864 | $69.0 萬 | 0.06% | +139+5.1% | 加碼 |
| Fullerton Fund Management Co Ltd. | 2,871 | $69.2 萬 | 0.02% | −357−11.1% | 減碼 |
| WMS Partners, LLC | 2,875 | $69.3 萬 | 0.04% | +66+2.3% | 加碼 |
| Connecticut Wealth Management, LLC | 2,879 | $69.4 萬 | 0.03% | −349−10.8% | 減碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,899 | $69.8 萬 | 0.07% | −520−15.2% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 2,900 | $69.9 萬 | 0.06% | +100+3.6% | 加碼 |
| Marcum Wealth, LLC | 2,936 | $70.7 萬 | 0.06% | −4−0.1% | 減碼 |
| Park National Corp | 2,953 | $71.1 萬 | 0.03% | −26−0.9% | 減碼 |
| Geneos Wealth Management Inc. | 2,958 | $71.2 萬 | 0.02% | +35+1.2% | 加碼 |
| Assetmark, Inc | 2,972 | $71.6 萬 | 0.00% | +251+9.2% | 加碼 |
| Frank, Rimerman Advisors LLC | 2,973 | $71.6 萬 | 0.05% | +10.0% | 加碼 |
| Nixon Peabody Trust Co | 2,976 | $71.7 萬 | 0.06% | −170−5.4% | 減碼 |
| Principal Securities, Inc. | 2,983 | $71.9 萬 | 0.02% | +354+13.5% | 加碼 |
| Madison Asset Management, LLC | 3,010 | $72.5 萬 | 0.01% | −373−11.0% | 減碼 |
| Madison Investment Advisors, LLC | 3,010 | $72.5 萬 | 0.01% | +3,010 | 新進 |
| JNBA Financial Advisors | 3,018 | $72.7 萬 | 0.07% | −50−1.6% | 減碼 |